KWB Wealth
ALLW icon

KWB Wealth’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

KWB Wealth’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.27M Buy
79,476
+999
+1% +$29.5K 0.19% 66
2026
Q2 		$2.3M Buy
+78,477
New +$2.33M 0.2% 62

Other funds holding ALLW

CPW
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
BIM
Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM

KWB Wealth's ALLW Position: Q3 2026 in Review

KWB Wealth increased its State Street Bridgewater All Weather ETF (ALLW) stake by 1.3% in Q3 2026, buying an estimated $29.5K and bringing the position to 79,476 shares worth $2.27M. The position accounts for 0.19% of the portfolio, ranked #66.

KWB Wealth first reported a position in ALLW in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.3M in Q2 2026. 27 funds tracked by Wall St. Rank hold ALLW as of Q3 2026.

  • KWB Wealth held 79,476 shares of State Street Bridgewater All Weather ETF worth $2.27M as of Q3 2026.
  • KWB Wealth bought 999 State Street Bridgewater All Weather ETF shares in Q3 2026, an estimated $29.5K.
  • State Street Bridgewater All Weather ETF made up 0.19% of KWB Wealth's portfolio in Q3 2026, its #66 holding.
  • KWB Wealth first reported a position in State Street Bridgewater All Weather ETF in Q2 2026 and has held it in 2 quarters since.
  • KWB Wealth's State Street Bridgewater All Weather ETF position peaked at $2.3M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.